Plan Snapshot
- Plan Sponsor: Carlsbad Technology, INC
- Sponsor EIN: 330441961
- Sponsor Address: 5922 FARNSWORTH COURT, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $5.0M | $72,723 | $457,026 |
| 2023 | 77 | $4.3M | $75,447 | $357,234 |
| 2022 | 78 | $4.2M | $68,398 | $340,024 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VAIL & PARK, P.C. | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VAIL & PARK, P.C. — Independent Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | $27,473 | $10,813 | — | — | — |
| 2022 | $8,305 | — | — | — | — |